Industry deep-dive

Software - Application

Every super-investor and insider move tracked across 118 tickers in this industry.

Tickers

118

Combined value

$33.06T

Insider net (30d)

−$69.7M

Congress trades (30d)

Sector consensus moves

Latest 13F · 2025Q4

Most bought

Tracked managers added or opened

Most sold

Tracked managers trimmed or exited

Top 12 super-investors · 2025Q4

#	Manager	Sector value	Positions	% of book	Top picks
1	Norges Bank Norway SWF	$28.03B	73	3.0%	CRM INTU SHOP
2	Ken Griffin Citadel Advisors	$19.68B	118	3.0%	MSTR CRM ADBE
3	Wellington Management	$14.01B	63	2.5%	INTU ADP NOW
4	Baillie Gifford & Co	$10.20B	19	8.5%	SHOP TEAM DUOL
5	AQR Capital Management	$9.35B	101	4.9%	TEAM ZM ADBE
6	Ken Fisher Fisher Asset Mgmt	$9.29B	27	3.2%	SAP INTU ADBE
7	D.E. Shaw & Co.	$7.39B	95	4.1%	ADBE FICO CRM
8	Izzy Englander Millennium Mgmt	$6.49B	112	2.7%	CRM ADSK ADBE
9	Steve Cohen Point72	$3.70B	76	4.1%	TEAM SNOW ADSK
10	Boykin Curry Eagle Capital	$3.42B	4	10.7%	WDAY SAP PTC
11	Bill Nygren Harris / Oakmark	$3.11B	4	3.9%	CRM PAYC WDAY
12	Renaissance Technologies	$3.04B	72	4.7%	ZM ADBE DOCU

#	Ticker	Company	Value
1	CRM	SALESFORCE COM INC	$5.15T
2	ADBE	ADOBE SYSTEMS INCORPORATED	$4.47T
3	INTU	INTUIT	$2.78T
4	NOW	SERVICENOW INC	$2.41T
5	ADSK	AUTODESK INC	$1.85T
6	WDAY	WORKDAY INC	$1.59T
7	SHOP	SHOPIFY INC	$1.46T
8	UBER	UBER TECHNOLOGIES INC	$1.33T
9	CDNS	CADENCE DESIGN SYSTEM INC	$1.26T
10	ROP	ROPER TECHNOLOGIES INC	$1.18T
11	ADP	AUTOMATIC DATA PROCESSING IN	$1.14T
12	SNOW	SNOWFLAKE INC	$877.66B
13	DDOG	DATADOG INC	$676.99B
14	ZM	ZOOM VIDEO COMMUNICATIONS IN	$391.67B
15	SSNC	SS&C TECHNOLOGIES HLDGS INC	$382.78B
16	HUBS	HUBSPOT INC	$375.02B
17	U	UNITY SOFTWARE INC	$373.72B
18	DOCU	DOCUSIGN INC	$371.83B
19	TYL	TYLER TECHNOLOGIES INC	$340.98B
20	PAYX	PAYCHEX INC	$319.19B
21	FICO	FAIR ISAAC CORP	$263.64B
22	BILL	BILL COM HLDGS INC	$241.19B
23	OTEX	OPEN TEXT CORP	$236.71B
24	PAYC	PAYCOM SOFTWARE INC	$227.26B